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Infrastructure & Construction

Infrastructure covers the roads, bridges, ports, pipes, and public buildings everything else runs on, funded in long political cycles rather than by the market. Aggregates, cement, and engineering capacity are the usual constraints.

127 stocks

Green Building

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
501	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$41.2M	-$814K	30	1.21%	Reduced
502	WBG Wharton Business Group Malvern, Pennsylvania	$41M	+$17.9M	4	2.78%	Increased
503	Brown Brothers Harriman & Co New York	$40.8M	+$167K	22	0.38%	Increased
504	Brinker Capital Investments Berwyn, Pennsylvania	$40.8M	-$274K	24	0.84%	Reduced
505	First Manhattan New York	$40.8M	-$374K	19	0.17%	Reduced
506	KMC Kirr Marbach & Co Columbus, Indiana	$40.2M	+$12.5K	4	13.64%	Increased
507	TCM Tran Capital Management San Rafael, California	$40.2M	-$714K	1	5.14%	Reduced
508	Moore Capital Management New York	$40.1M	+$16.4M	5	0.94%	Increased
509	SAM Southeastern Asset Management Memphis, Tennessee	$39.8M	+$8.9M	1	1%	Increased
510	SAM Shell Asset Management The Hague, Netherlands	$39.3M	-$10.2M	31	1.53%	Reduced
511	Banque Pictet & Cie Geneva 73, Switzerland	$39.2M	-$1.26M	12	0.43%	Reduced
512	LCS Levin Capital Strategies New York	$39.1M	+$473K	4	5.3%	Increased
513	Prudential plc London, England, United Kingdom	$39.1M	+$2.28M	11	0.62%	Increased
514	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$38.8M	-$16.1M	4	2.45%	Reduced
515	WBC Westpac Banking Corp Sydney, Australia	$38.8M	-$10.6M	8	0.59%	Reduced
516	Border to Coast Pensions Partnership Leeds, United Kingdom	$38.8M	$0	2	1.25%	Maintained
517	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$38.8M	$0	4	0.63%	Maintained
518	JGUA John G. Ullman & Associates Corning, New York	$38.7M	+$4.01M	9	6.77%	Increased
519	Picton Mahoney Asset Management Toronto, Ontario, Canada	$38.6M	+$1.52M	5	1.39%	Increased
520	Oppenheimer Asset Management New York	$38.6M	-$987K	19	0.68%	Reduced
521	Gofen & Glossberg Chicago, Illinois	$38.6M	+$263K	6	1.09%	Increased
522	MCI McDonald Capital Investors Orinda, California	$38.4M	-$510K	1	3.41%	Reduced
523	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$38.3M	-$5.92M	12	3.9%	Reduced
524	Norinchukin Bank Tokyo, Japan	$38.2M	+$756K	8	0.78%	Increased
525	SCM Sandler Capital Management New York	$38M	+$8.54M	5	5.3%	Increased